Bernard Wealth Management Corp. »

Carlyle Group shares owned by Bernard Wealth Management Corp.

Quarter-by-quarter ownership of Carlyle Group (CG) shares owned by Bernard Wealth Management Corp. from 13F filings

Historical chart of Bernard Wealth Management Corp. investment in Carlyle Group

Tip: Access up to 7 years of quarterly data

All positions including Carlyle Group held by Bernard Wealth Management Corp. consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Carlyle Group by Bernard Wealth Management Corp.

Quarter filed Position value Share count Share price at filing
2025-12-31 $570 500 1.14

More positions owned by Bernard Wealth Management Corp.

NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Eli Lilly & Co. (LLY)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Msci Emrg Chn (EMXC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Inv Grd Crp Bd (CORP)

View all positions for Bernard Wealth Management Corp.

Top funds holding Carlyle Group

BlackRock
Vanguard Group
Capital World Investors
Harris Associates L.P
State Street Corporation
Massachusetts Financial Services
William Blair Investment Management
Alkeon Capital Management
Millennium Management
Robeco Investment Management
Geode Capital Management
Norges Bank Investment Management
Ariel Investments
Legal & General Group
Dimensional Fund Advisors

View all funds holding Carlyle Group